Matrix Trust Co SCHD Holdings History
Matrix Trust Co's Schwab US Dividend Equity ETF Holding Summary
As of 2025-03-31, Matrix Trust Co held 457,148.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $12.78 Mil. This investment constitutes 2.16% of their stock portfolio, and Matrix Trust Co now holds 0.02% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2022Q3. And since then Matrix Trust Co has made 5 purchases of SCHD, at an average price of $47.13, for a total of 641,377.00 shares. In addition, there have been 6 sales at an average price of $49.43 for 184,229.00 shares. Based on historical transaction data and SCHD's current price of $27.06, Matrix Trust Co's estimated gain on his SCHD holdings is $-8.75 Mil, reflecting a -28.95% gain to date.
Matrix Trust Co SCHD ($27.06) Holding Chart
Matrix Trust Co SCHD ($27.06) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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